Seeking Alpha

The Mosaic Company (MOS)

  • Apr. 12, 2012, 7:20 PM
    Mosaic (MOS) raises its quarterly dividend by 150%, from $0.05 to $0.125 per share, as the fertilizer producer looks to put its cash stockpile to use and boost shareholder returns. The increase will cost the company about $127M more per year. Shares +0.6% AH.
  • Apr. 10, 2012, 8:50 AM
    One reason for the continued bullishness on corn is a 4.3M ton reduction in world ending stocks thanks to higher-than-expected feed use demand out of China. Higher incomes = higher demand for meat. (earlier USDA report)
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  • Apr. 10, 2012, 8:44 AM
    The USDA sees corn ending stocks unchanged from last month's estimate of 801M bushels. Soybean ending stocks are reduced to 250M bushels from 275M, wheat to 793M from 825M. It's a slightly bearish number for corn as consensus was looking for lower stocks, but owners of the grain don't appear to be in a mood to sell yet. Wheat and beans are indicated to open solidly higher.
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  • Apr. 9, 2012, 3:51 PM
    The USDA is expected to report tomorrow expected corn stockpiles at summer's end will be 37% below last year, and possibly the lowest level ever relative to usage. "There will be no relief for consumers until later this year," says an ag economist, and that's only if high prices (and good weather) lead to a bumper crop. MOS -7% in the past month? What gives?
  • Apr. 2, 2012, 12:10 PM
    Farmers are expanding plantings into previously off-limit conservation lands as high prices make crops more profitable than re-upping with the Conservation Reserve Program. The idled land will take years of investment, plowing, and fertilizer application before becoming productive enough to be profitable again.
  • Mar. 30, 2012, 8:04 AM
    Goldman Sachs makes the call to buy shares of Mosaic (MOS) on weakness with its view that the long-term story on the company remains positive and value will eventually be unlocked. Analysts with the firm raised their price target on shares to $71 from $67. Shares +0.9% premarket.
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  • Mar. 29, 2012, 1:17 PM
    Mosaic (MOS -5.7%) is off sharply falling its FQ3 miss, which was marked by slumping margins. The timing of the miss is unfortunate for Stifel, which is starting coverage on rival Potash (POT -1.8%) with a Buy, arguing continued crop pricing strength and Chinese demand will give shares a lift. Also trading lower: CF -3.5%. TNH -2.5%. AGU -1.3%. (previously)
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  • Mar. 28, 2012, 4:57 PM
    More on Mosaic (MOS): Net potash sales off 27% Y/Y. Gross margins on potash 49% vs. 54%. Phosphate sales +13% Y/Y, gross margins 16% vs. 31%, reflecting higher raw material costs. FQ4 potash sales expected 1.7-2.2M tons (FQ3=1.1M), phosphate sales 2.3-2.7M tons (FQ3=2.6M). Annual dividend is increased 150% to $0.50/share. Shares -2.5% AH. (PR)
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  • Mar. 28, 2012, 4:55 PM
    Mosaic (MOS): FQ3 EPS of $0.64 may not compare to $0.75 estimate. Revenue of $2.2B (unch Y/Y) misses by $354M Shares -2.5% AH. (PR)
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  • Mar. 28, 2012, 12:10 AM
    Notable earnings after Wednesday's close: MOS, PAYX, RHT
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  • Mar. 27, 2012, 5:35 PM
    Notable earnings after Wednesday's close: MOS, PAYX, RHT
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  • Mar. 23, 2012, 9:00 AM
    Premarket gainers: GLUU +9%. CVO +4%. MWW +4%. LGF +3%. HERO +3%. MOS +3%.
    Losers: KBH -16%. SPF -6%. PHM -4%. GEL -4%. GOLD -4%. HOV -4%. KORS -3%. BZH -3%. MU -3%.
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  • Mar. 23, 2012, 7:25 AM
    Shares of Mosaic (MOS) move up 2.2% in premarket trading after JPMorgan chimes in with an upgrade to Overweight from Neutral and sets a price target of $68. Analysts with JP point to Mosaic's recent settlements over potash production disputes as a revenue driver.
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  • Mar. 16, 2012, 8:26 AM
    BMO makes the call that it believes potash activity in the U.S. has picked up over the last few weeks and forecasts a solid spring season. Premarket: Potash (POT) +1.5%, Mosaic (MOS) +1.1%.
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  • Feb. 27, 2012, 8:30 AM
    Mosaic (MOS) increases its annual dividend program by 150% to $0.50 per share - expected to go in effect starting in April. Shares +0.6% premarket.
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  • Feb. 22, 2012, 8:05 AM
    Mosaic (MOS) settles a lawsuit filed by the Sierra Club over its operations at a critical phosphate mine in Florida. As part of the deal, Mosaic will donate over 4K acres recently purchased acres to be used as a state park and will continue to mine at the South Fort Meade mine. Shares +4.1% premarket.
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MOS vs. ETF Alternatives
Company Description
Mosaic Co is producers and marketers of concentrated phosphate and potash crop nutrients for the global agriculture industry.